University of Bath

Completing a Staff Development Performance Review (SDPR)

How you can effectively prepare for and conduct an SDPR (as either a reviewer or reviewee) and get the most out of the process.

The purpose of SDPRs

The Staff Development and Performance Review (SDPR) process focuses on three key areas:

  • Review
  • Plan
  • Develop

As these areas form an on-going continuous cycle, the SDPR provides the opportunity for reflection, feedback, discussion and planning to support continued development. A summary of each area, including key questions you may want to consider is shown below:

Key area Overview Considerations
Review Receive feedback and discuss performance What did you set out to achieve last year? How did it go, and why?
Plan Discuss and set objectives for the coming year What should you achieve in the year ahead? What's happening around you? What are your short/long-term plans?
Develop Explore and support learning needs and career aspirations What do you need/want to learn, change or be able to do?

When and how often to hold an SDPR

If you are a core (not casual) member of staff and have completed your probation, you should have an SDPR annually. Your Head of Department is responsible for making sure this happens through their usual management structure.

You would normally have your first SDPR around 6 months after completing probation to allow you to reflect on the objectives and development goals set in the end of your probation review. However, this interval may vary to fit the business cycle of your department.

Key steps for arranging and completing an SDPR

When arranging and completing an SDPR there are 6 keys steps you should follow:

  1. identify which job family your department is in and whether your department is using the Effective Behaviours Framework (EBF)
  2. identify and review the relevant SDPR forms for the reviewee's grade/job family, and complete in advance where necessary
  3. complete your relevant training
  4. conduct your SDPR meeting
  5. complete the SDPR forms to reflect your discussions
  6. upload the completed and signed forms to Manager Self Service

Using the correct SDPR form

The forms you need to use for your SDPR will vary depending on your grade, job family and whether your Department is using the Effective Behaviours Framework (EBF).

Reviewee's grade/job family SDPR form
Staff in roles at grades 1 and 2 in all job families SDPR grades 1 and 2 self-review form and SDPR grades 1 and 2 reviewers form
Staff in grade 3 and above in job families not yet using the EBF framework (e.g. Operational, Facilities Support (OFS), Technical and Experimental (T&E) and some departments within the Management, Specialist and Administration (MSA) job family) SDPR form
Staff in the Management, Specialist and Administration (MSA) job family in departments using the EBF (all departments in MSA will be using the EBF by 2016) SDPR+ form
Staff in grade 3 and above in the Education and Research job family. SDPR E&R form

If you are unsure of your job family, the job families table gives an outline of each job family, including examples of typical roles. The background and purpose of the Effective Behaviour Framework (EBF) is also summarised on the Effective Behaviour Framework webpage.

Preparing for an SDPR

Guidance for reviewers

The guidance for conducting an SDPR varies depending on the type of form you will be using. The form relates to the reviewee's grade, job family and whether their Department is using the Effective Behaviours Framework (EBF).

SDPR form Guidance
SDPR grades 1 and 2 self-review form and SDPR grades 1 and 2 reviewers form SDPR grades 1 and 2 reviewers help sheet
SDPR form SDPR guidance
SDPR+ form SDPR+ scheme guidance
SDPR E&R form SDPR E&R scheme guidance, SDPR discussion process for education and research, Education and Research SDPR checklist, using student feedback guidance, the concordat to support research integrity, Code of Good Practice in Research Integrity

In addition, the detailed guide to the Effective Behaviours Framework (EBF) and EBF exemplars also provide helpful guidance for preparing for and completing SDPRs.

Training

Training for reviewers

You should complete the course relevant to the reviewee's grade, job family and whether or not their Department is using the Effective Behaviours Framework (EBF). If you are conducting an SDPR for the first time, you must complete the mandatory training beforehand.

Reviewee's grade/job family Training
Staff in grades 1 and 2 in all job families SDPR for support staff: Conducting an effective review) (Mandatory) and the online Staff Development Performance Review (SDPR) Moodle course*
Staff in grades 3 and above in Departments not using the EBF (e.g. Operational, Facilities Support (OFS), Technical and Experimental (T&E) and some departments within the Management, Specialist and Administration (MSA) job family) SDPR for support staff: Conducting an effective review) (Mandatory) and the online Staff Development Performance Review (SDPR) Moodle course*
Staff in the Management, Specialist and Administration (MSA) job family in departments using the EBF (all departments in MSA will be using the EBF by 2016) SDPR+: Conducting an Effective Review (Mandatory) and the online Staff Development Performance Review (SDPR) Moodle course*
Staff in grade 3 and above in the Education and Research job family SDPR for academic and research staff: Conducting an effective review (Mandatory) and the online Staff Development Performance Review (SDPR) Moodle course*

*The online SDPR Moodle course is open to all staff via self-enrolment

If you have previously conducted SDPRs at the University, but your Department has just moved, or is about to move, to SDPR+ you can attend a 90 minute SDPR+ briefing session for reviewers and reviewees. Your Manager will help to arrange this by contacting the Staff Development Unit.

Training for reviewees

You should complete the course relevant to your grade, job family and whether or not your Department is using the Effective Behaviours Framework (EBF). If you are being reviewed for the first time you are encouraged to complete the recommended training beforehand.

Your grade/job family Recommended training
Staff in grades 1 and 2 in all job families SDPR for support staff: Getting the most out of your review and the online Staff Development Performance Review (SDPR) Moodle course*
Staff in grades 3 and above in Departments not using the EBF (e.g. Operational, Facilities Support (OFS), Technical and Experimental (T&E) and some departments within the Management, Specialist and Administration (MSA) job family) SDPR for support staff: Getting the most out of your review and the online Staff Development Performance Review (SDPR) Moodle course*
Staff in the Management, Specialist and Administration (MSA) job family in departments using the EBF (all departments in MSA will be using the EBF by 2016) SDPR+: Getting the most out of your review and the online Staff Development Performance Review (SDPR) Moodle course*
Staff in grade 3 and above in the Education and Research job family Online Staff Development Performance Review (SDPR) Moodle course*

*The online SDPR Moodle course is open to all staff via self-enrolment

If you have previously had an SDPR at the University, but your Department has just moved, or is about to move, to SDPR+ you can attend a 90 minute SDPR+ briefing session for reviewers and reviewees. Your Manager will help to arrange this by contacting the Staff Development Unit.

Uploading and viewing the completed SDPR form

Once you have completed your SDPR and the form has been completed and signed, you will need to upload the form to iTrent.

Uploading SDPR forms using Manager Self-Service (MSS)

As a Manager you can record and upload SDPR forms for the people you directly line manage onto iTrent through Manager Self-Service (MSS). You can use the (XXXinsert pub. nameXXX) publication to help you do this.

In academic departments the SDPR forms are usually logged by:

  • department co-ordinators for Lecturers, Senior Lecturers, Readers and Professors
  • line managers for research staff and teaching fellows

Viewing uploaded SDPR forms

Once your SDPR form has been uploaded to MSS you can view your own forms through Employee Self-Service. You can use the (XXXinsert pub. nameXXX) publication to help you do this.

If you are a Manager and wish to see the SDPR forms for those people you line manage, you can view them via Manager Self-Service (MSS). You can use the (XXXinsert pub. nameXXX) publication to help you do this.